AAPL earnings preview 4Q25

October 28th, 2025. Thoughts Heading Into Apple’s 4Q25 Earnings, iPhone’s Supply/Demand Imbalance, Apple Hits $4 Trillion Market Cap

Read more

November 10th, 2025. Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game

November 6th, 2025. My Notes from Apple’s 2025 10-K

November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts

November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business